account_balance
Investment manager · 13F filer · SEC CIK 1950490
Panoramic Capital, LLC
Reported value$232Mas of Jun 30, 2026
Positions43 18 new, 13 sold out
Top 10 weight58.9%STX alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
STXSeagate Technology Hldngs Pl
16.7%Added +5%
ATEXAnterix Inc
6.8%Added +14%
NVDANvidia Corporation
5.6%Added +161%
MUMicron Technology Inc
5.0%New
HNGEHinge Health Inc
4.9%Added +202%
AXSMAxsome Therapeutics Inc.
4.6%New
AMZNAmazon Com Inc
4.0%Added +15%
HALOHalozyme Therapeutics Inc
3.9%
SHAZSharonai Holdings Inc
3.9%Added +434%
CECOCeco Environmental Corp
3.4%Added +31%
FIVEFive Below Inc
3.3%Added +9%
FSLRFirst Solar Inc
3.3%New
STXSeagate Technology Hldngs Pl
16.7%Added +5%
ATEX6.8%NVDA5.6%MU5.0%HNGE4.9%AXSM4.6%AMZN4.0%HALO3.9%SHAZ3.9%CECO3.4%FIVE3.3%FSLR3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
STX Seagate Technology Hldngs Pl 16.7% Added +5%ATEX Anterix Inc 6.8% Added +14%NVDA Nvidia Corporation 5.6% Added +161%MU Micron Technology Inc 5.0% NewHNGE Hinge Health Inc 4.9% Added +202%AXSM Axsome Therapeutics Inc. 4.6% NewAMZN Amazon Com Inc 4.0% Added +15%HALO Halozyme Therapeutics Inc 3.9% HeldSHAZ Sharonai Holdings Inc 3.9% Added +434%CECO Ceco Environmental Corp 3.4% Added +31%FIVE Five Below Inc 3.3% Added +9%FSLR First Solar Inc 3.3% New
What changed